GWM
EEMV icon

Gupta Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Gupta Wealth Management’s Portfolio EEMV Stock Details EEMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$5K Hold
100
– – ﹤0.01% 966
2015
Q4 		$5K Buy
+100
New +$5.11K ﹤0.01% 1008

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Gupta Wealth Management's EEMV Position: Q1 2016 in Review

Gupta Wealth Management held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q1 2016 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Gupta Wealth Management first reported a position in EEMV in Q4 2015 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold EEMV as of Q1 2016.

  • Gupta Wealth Management held 100 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $5K as of Q1 2016.
  • Gupta Wealth Management left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q1 2016.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #966 holding.
  • Gupta Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2015 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.